Position in WAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$537,807
+$55,371 QoQ
Shares Held
1,434
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#603
of 1,173 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $5,817,792 across 5 Diagnostics & Research names. WAT ranks #5 (9.2% of the industry book) .
All Filings in WAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,807 | 1,434 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $482,436 | 1,620 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $320,956 | 845 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $255,737 | 853 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $447,469 | 1,282 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $454,446 | 1,233 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $477,080 | 1,286 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $446,263 | 1,240 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $273,873 | 944 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $234,420 | 681 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $211,694 | 643 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||